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Neil Philip Berman

VERICIMETRY ADVISORS LLC·ALTADENA, California
Series 3, Series 7, Series 63Clean recordVERICIMETRY ADVISORS LLC
1968 N. LAKE AVE., ALTADENA, CA 91001CRD# 1251348Firm CRD# 157394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Neil Philip Berman · ALTADENA, CA
Registration
CRD #1251348 · VERICIMETRY ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VERICIMETRY ADVISORS LLC
CRD 157394 · SEC 801-72644
AUM
$182M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by VERICIMETRY ADVISORS LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at VERICIMETRY ADVISORS LLC →
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04

Frequently Asked Questions

What services does Neil Philip Berman offer?
Neil Philip Berman specializes in Investment Management, Fee-Only Advisory. Contact their office in ALTADENA, California for a consultation.
What are Neil Philip Berman's credentials?
Neil Philip Berman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Philip Berman located?
Neil Philip Berman is based in ALTADENA, California, working with VERICIMETRY ADVISORS LLC. Their office serves clients in the ALTADENA metropolitan area and surrounding communities.
How does Neil Philip Berman charge for services?
Neil Philip Berman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERICIMETRY ADVISORS LLC?
VERICIMETRY ADVISORS LLC has approximately 5 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERICIMETRY ADVISORS LLC

Glenn Steven Freed
ALTADENA, CA
Stacey Elaine Helmeyer
LOS ANGELES, CA
Christopher Hughes Thomas
GOLETA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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